+695.9%
PH vs VTR
+130.3%
+565.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | +4.3% | +0.2% | +4.2% | +4.3% |
| 30D | +0.1% | +5.5% | -5.3% | -2.2% |
| 3M | -9.4% | -0.9% | -8.4% | -9.4% |
| 6M | +8.8% | -0.4% | +9.2% | +7.8% |
| YTD | +9.6% | +17.0% | -7.4% | +1.6% |
| 1Y | +14.4% | +18.0% | -3.5% | +5.7% |
| 3Y | +134.5% | +127.4% | +7.2% | +62.5% |
| 5Y | +204.4% | +92.3% | +112.2% | +122.6% |
| All | +695.9% | +130.3% | +565.5% | +355.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling